Meet Customers: The Venue CRM That Does the Work For You
Mikla's new Customers section puts every lead in one searchable place, with notes, documents, and contracts logged automatically. It is a full CRM that replies, follows up, and books tours for you.
Meet Customers: The Venue CRM That Does the Work For You
Most CRMs are a filing cabinet you have to keep filling. You finish a tour, walk back to your desk, and type in the notes, the next step, and the contract status, if you remember to at all. Mikla's new Customers section flips that. Every lead lives in one place, and the record fills itself in.
Customers gives you everything you expect from a CRM. The difference is what it does without you. It answers leads, follows up until they reply, and books the tour, then writes it all down on the profile for you.
TL;DR
- Customers puts every lead you have ever had in one searchable place: names, emails, events, sources, and stages.
- Open any profile to find the whole story already there: notes, documents, the full conversation, and contracts signed through Mikla logged automatically.
- It is a real CRM, except it does not wait for you to update it. Mikla replies, follows up, and books tours, then records the outcome itself.
- Watch the walkthrough above to see a lead go from first inquiry to a booked tour without anyone touching a spreadsheet.
Every lead in one place, finally searchable
Leads arrive from everywhere: your website form, The Knot, an Instagram DM, a WhatsApp message, a forwarded email. When those live in five different inboxes, the answer to "who reached out about an October wedding?" takes ten minutes and a lot of scrolling.
The Customers screen is one clean list of every person who has contacted you. Search by name, email, phone, event, or source and get the match right away. Each row shows where the lead came from and what stage they are at, so you can see your whole book of business at a glance instead of piecing it together from tabs.
If a marketplace passed you a placeholder phone number or a lead came in with a typo, you can open the profile and correct it. That fix updates the display and the details Mikla uses when it reaches back out, so your outreach is always going to the right place.
Open a profile and the whole story is already there
Click any lead and the full record opens. You get their contact details, event date, guest count, and event type, plus a Status panel that shows lead stage, pipeline position, source, tour date, and which staff member owns the deal.
Then there are the tabs that make it a real workspace:
- Activity links straight to the full message timeline in your conversations, so email, SMS, tour, and contract history all sit in one thread.
- Notes let you drop in anything the record should remember: "loved the garden terrace, worried about parking."
- Documents hold the files that belong to the booking, like a floor plan or a signed agreement.
- Follow-up shows where the lead sits in its post-tour sequence and when the next nudge is scheduled.
Every qualification answer, tour booking, and follow-up already lives on the lead through Mikla's lead and pipeline management. You are not assembling the story. You are reading one that is already written.
The contract signs itself into the record
Here is the part that saves the most double-entry. When a couple signs a contract through Mikla, it lands on their profile automatically, filed under Documents with its status. Nobody has to download a PDF from an e-sign tool and re-upload it to the right customer.
That works because contracts and payments run inside Mikla, not in a separate app. You upload your own template once, Mikla fills it with the booking details, sends it for built-in e-signature, and collects the deposit through Stripe. The moment it is signed and paid, the record on the lead updates on its own. First inquiry to signed contract, all on one profile.
The real difference: it does not wait for you to update it
Every other CRM is a database you feed. You do the replying, the chasing, and the booking, then you log what happened. Customers does that work first, then keeps its own record.
While you run events, Mikla is answering new inquiries 24/7, so a lead who writes at 11pm gets a real reply instead of a next-morning callback. When someone goes quiet, follow-up automation keeps them warm with the right cadence and tone for their stage, and stops the moment they respond. When they are ready, appointment booking checks your live calendar and books the tour, no back-and-forth required.
Each of those actions writes itself onto the profile as it happens. The reply, the scheduled follow-up, the booked tour, the signed contract. So the record stays current without you being the one who keeps it current.
How to find it in your portal
If you already use Mikla, Customers is live in your portal right now.
- Open Customers: Find it in the left sidebar of your dashboard, next to Conversations.
- Search or scroll: Every lead is there and searchable by name, email, phone, event, or source.
- Open a profile: See contact details, status, notes, documents, and follow-up in one view.
- Correct anything that is off: Fix a bad phone or a misspelled name, and Mikla uses the corrected details on its next outreach.
Frequently asked questions
Is Mikla a real CRM now?
Yes. Customers gives you a searchable record of every lead, editable profiles, notes, documents, a status and pipeline view, and follow-up tracking, all in one place. The difference from a traditional CRM is that Mikla also replies to leads, follows up, and books tours for you, then logs the outcome on the profile automatically.
Do signed contracts get saved to the customer automatically?
Yes. When a contract is signed through Mikla, it is logged on that customer's profile under Documents with its status, with no manual downloading or re-uploading. Because contracts and payments run inside Mikla, the record updates the moment a booking is signed and the deposit clears.
Can I fix a wrong phone number or name on a lead?
Yes. Open the profile and edit the field. The correction updates both what you see and the contact details Mikla uses for outreach, which is useful when a marketplace passes along a placeholder or a lead comes in with a typo.
Where do I see the full conversation with a lead?
The Activity tab on each profile links straight to the full message timeline, where email, SMS, tour, and contract history sit in one thread. The profile gives you the record at a glance, and the conversation view gives you every message.
Give your leads one home, and let it run itself
You should not have to choose between a CRM that keeps your leads organized and an assistant that actually works them. Customers is both.
Mikla is the AI Sales Assistant built for wedding venues. It answers every lead, follows up, books tours, gets contracts signed, and now keeps the whole record in one place for you. Watch the walkthrough above to see it run end to end, then book a free demo and see it work on your own venue.
Never miss another lead with Mikla's 24/7 AI sales agent.
